CFIA
Cantor Fitzgerald Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Sell |
102,041
-342
| -0.3% | -$49K | 1.03% | 34 |
|
|
2025
Q1 | $17.1M | Sell |
102,383
-13,041
| -11% | -$2.18M | 1.25% | 22 |
|
|
2024
Q4 | $16.7M | Buy |
115,424
+463
| +0.4% | +$67.1K | 1.16% | 30 |
|
|
2024
Q3 | $16.9M | Buy |
114,961
+3,561
| +3% | +$524K | 1.15% | 33 |
|
|
2024
Q2 | $17.4M | Sell |
111,400
-2,743
| -2% | -$429K | 1.34% | 23 |
|
|
2024
Q1 | $18M | Sell |
114,143
-2,410
| -2% | -$380K | 1.34% | 26 |
|
|
2023
Q4 | $17.4M | Buy |
+116,553
| New | +$17.4M | 1.34% | 26 |
|
|
2022
Q1 | $25.9M | Buy |
159,115
+73,141
| +85% | +$11.9M | 1.16% | 22 |
|
|
2021
Q4 | $10.1M | Buy |
85,974
+1,176
| +1% | +$138K | 0.61% | 46 |
|
|
2021
Q3 | $8.6M | Buy |
84,798
+347
| +0.4% | +$35.2K | 0.64% | 52 |
|
|
2021
Q2 | $8.85M | Buy |
+84,451
| New | +$8.85M | 0.65% | 48 |
|